Edelweiss Nifty Midcap150 Momentum 50 Index Fund Direct Growth

Equity
Mid Cap
Very High Risk
1M
6M
1Y
All
NAV: 09 Dec 2024₹19.95
Min. SIP amount₹100
RatingNA
Fund size₹681.34Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Returns and rankings

Category: Equity Mid Cap
Absolute returns
3M6M1YAll
Fund returns3.6%11.7%41.3%98.2%
Category averageNANA34.9%NA
Rank with in category7208NA
Understand terms

Peer Comparison

Equity, Mid Cap fundsRating1Y3YFund Size(Cr)
5
65.2%38.1%18,604.02
4
35.4%30.0%77,682.90
4
37.8%29.1%35,208.97
5
28.0%25.3%9,500.70
4
42.0%24.9%52,626.72

Holdings (50)

NameSectorInstrumentAssets
ServicesEquity5.75%
Capital GoodsEquity5.39%
Capital GoodsEquity4.32%
HealthcareEquity3.71%
ServicesEquity3.41%
Capital GoodsEquity3.33%
Consumer DiscretionaryEquity2.99%
EnergyEquity2.80%
FinancialEquity2.74%
ConstructionEquity2.63%
CommunicationEquity2.60%
EnergyEquity2.59%
ConstructionEquity2.58%
AutomobileEquity2.36%
Capital GoodsEquity2.32%
Capital GoodsEquity2.30%
EnergyEquity2.27%
EnergyEquity2.27%
ConstructionEquity2.22%
Capital GoodsEquity2.15%
ConstructionEquity2.08%
TechnologyEquity2.03%
Metals & MiningEquity1.92%
ChemicalsEquity1.91%
HealthcareEquity1.85%
Metals & MiningEquity1.84%
HealthcareEquity1.77%
Consumer DiscretionaryEquity1.66%
FinancialEquity1.66%
ConstructionEquity1.63%
FinancialEquity1.57%
Metals & MiningEquity1.49%
Capital GoodsEquity1.45%
ConstructionEquity1.40%
Capital GoodsEquity1.35%
FinancialEquity1.29%
Capital GoodsEquity1.26%
ConstructionEquity1.13%
ChemicalsEquity1.12%
Metals & MiningEquity1.12%
Capital GoodsEquity1.10%
ChemicalsEquity1.07%
HealthcareEquity0.89%
AutomobileEquity0.88%
AutomobileEquity0.80%
HealthcareEquity0.73%
AutomobileEquity0.67%
HealthcareEquity0.66%
EnergyEquity0.61%
FinancialEquity0.36%
See All

Pros and cons

Category: Equity Mid Cap

Pros

1Y annualised returns higher than category average by 6.38%

Cons

Higher expense ratio: 0.46%

Expense ratio, exit load and tax

Expense ratio: 0.46%

Inclusive of GST

Exit load

Exit load of 0.50%, if redeemed within 30 days.

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investment₹100
Min. for 2nd investment onwards₹100
Min. for SIP₹100

Fund management

Fund house & investment objective

Fund house contact details

Address
Edelweiss HouseOff C.S.T. Road,Kalina Mumbai 400098
Phone
+91 22 4093 3400
Launch Date
30 Apr 2008
E-mail
NA
Edelweiss Mutual Fund
Asset Management Company
Custodian
Standard Chartered Bank
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,

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